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BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

LITE holding history

Lumentum Holdings Inc. in every 13F filed by BKD Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LITE overviewAll 13F holders of LITEFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of LITE by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−5,000−100.0%Sold outHolders
Q1 20235,000$270.1K<0.1%00.0%UnchangedHolders
Q4 20225,000$260.9K<0.1%−10.0%ReducedHolders
Q3 20225,001$343.0K<0.1%−300−5.7%ReducedHolders
Q2 20225,301$421.0K<0.1%+300+6.0%AddedHolders
Q1 20225,001$488.0K<0.1%+10.0%AddedHolders
Q4 20215,000$529.0K<0.1%00.0%UnchangedHolders
Q3 20215,000$418.0K<0.1%00.0%UnchangedHolders
Q2 20215,000$410.0K<0.1%00.0%UnchangedHolders
Q1 20215,000$457.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.